Copy a document

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • A document can be duplicated at any time. This is useful if you have an existing document that you want to use as a base for a new document.

    시작하기 전에

    Role required: document_management_admin

    or

    Role required: document_management_user

    프로시저

    1. Navigate to the document record.
    2. Right-click the header bar and select Copy Document.

      An information message with a link to the new document displays:

    3. Click OK.

    결과

    The new document is renamed and includes the word "Copy".

    주:
    Only the latest revision is copied.